· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT M. CUENIN, D.D.S., INC. — CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929114255NAL0013812832001
ROBERT M. CUENIN, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT M. CUENIN, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
ROBERT M. CUENIN, D.D.S., INC.
EIN
83-2660497
Address
300 EL CERRO BLVD. SUITE A · DANVILLE, CA · 94526
Phone
(925) 837-1333
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
JAMES R. BLANKENSHIP, D.D.S. P.A
SHORELINE FAMILY DENTISTRY 401(K) PLAN
$2.6M · 7 participants
AUBREY A. BAUDEAN JR. DDS
AUBREY A. BAUDEAN JR. DDS 401(K) PROFIT SHARING PLAN & TRUST 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 16 participants
TIMOTHY CHAUVIN, DDS, APDC
TIMOTHY CHAUVIN, DDS, APDC 401(K) PROFIT SHARING PLAN
$2.6M · 9 participants
RONALD S. SAMBURSKY, DMD, PC
RONALD S. SAMBURSKY, DMD, PC 401K PENSION AND PROFIT SHARING PLAN
$2.6M · 18 participants
ALA MOANA DENTAL CARE, INC.
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ALA MOANA DENTAL CARE, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 37 participants
SCOTT L. SODERSTROM, D.D.S., P.C.
SCOTT L. SODERSTROM, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$2.6M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
